Tag Tesla

Learning from mistakes to call the next ones…

The debt ceiling crisis has lifted a cloud from markets, but we’re still looking for resolution on inflation, geopolitics and a host of other issues. Maybe the real issues are about valuations – which remain over-extraordinary.

Euphoric Hasty Markets are Mispriced – Steady and Calm – Consider Tesla.

Markets have a habit of getting over-excited. They get FOMO and become over hasty. Although the outlook is improving, there is certainly little to justify some of the more speculative hype dominating market moves. Time a bit of rational thinking and common sense – consider Tesla as an example of misplaced hopes.

Peak Musk? The Bubble is bursting. And some thoughts from the front lines of the NHS!

Never hold a referendum unless you can be sure of the result. Musk has broken the Cameron rule, and leaves himself exposed and looking foolish. It may mean we’ve passed Peak Musk, and the bubble around his extraordinary assent has burst. And, as Nurses stage a second strike day, some thoughts from an NHS A&E department.